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Principal MidCap R5 PMBPX

Analyst rating as of
NAV / 1-Day Return
32.35  /  1.46 %
Total Assets
19.2 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Large
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Limited
TTM Yield
0.00
Turnover
12%

Morningstar’s Analysis PMBPX

Will PMBPX outperform in future?

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Associate Director

Summary

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Principal MidCap’s excellent team and process deserve recognition. The mutual fund’s nine share classes earn upgrades to Gold or Silver (depending on the impact of fees); the retail separately managed account rises to Gold from Silver. The strategy is closed to most new investors.

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